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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
62
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$11.6M
2
Ameriprise
2
Ameriprise
Minnesota
$5.88M
3
P
3
Paradiem
Louisiana
$4.04M
4
QFA
4
Quantum Financial Advisors
California
$3.07M
5
LIA
5
LBMC Investment Advisors
Tennessee
$3.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$401K
3
US Bancorp
3
US Bancorp
Minnesota
$17.2M
4
CA
4
Crumly & Associates
Illinois
$6.05M
5
DSA
5
Droms Strauss Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Prism Advisors
California
$1.13M 44,715 – –
LNC
52
Lincoln National Corp
Pennsylvania
$1.08M 43,037 +32,848 +322%
RAG
53
RIA Advisory Group
Iowa
$1.06M 42,301 +42,301 New
VA
54
Valmark Advisers
Ohio
$997K 39,623 +7,475 +23%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$993K 39,444 +1,742 +5%
SSB
56
Sandy Spring Bank
Maryland
$985K 39,140 +395 +1%
RFC
57
Regions Financial Corp
Alabama
$962K 38,209 -2,888 -7%
RHP
58
Royal Harbor Partners
Texas
$898K 35,658 +2,591 +8%
FTUS
59
Flow Traders U.S.
New York
$890K 35,366 +25,424 +256%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$880K 34,946 +28,507 +443%
EPW
61
Evergreen Private Wealth
Colorado
$879K 34,939 +3,691 +12%
CIA
62
Capital Investment Advisors
Georgia
$871K 34,621 +497 +1%
GSIAS
63
Garden State Investment Advisory Services
New Jersey
$871K 34,609 -1 -0%
IA
64
IFP Advisors
Florida
$843K 33,507 +1,790 +6%
GHA
65
Granite Harbor Advisors
Texas
$836K 33,230 +5,826 +21%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$804K 31,936 +30 +0.1%
SCA
67
Snowden Capital Advisors
New York
$780K 31,000 +31,000 New
CIM
68
Confluence Investment Management
Missouri
$779K 30,934 +18,417 +147%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$755K 29,999 +10,768 +56%
FFG
70
Foundry Financial Group
New Hampshire
$746K 29,633 -1,685 -5%
Osaic Holdings
71
Osaic Holdings
Arizona
$732K 29,080 +12,536 +76%
HCM
72
Howland Capital Management
Massachusetts
$701K 27,850 +13,100 +89%
Lido Advisors
73
Lido Advisors
California
$687K 27,312 -6,986 -20%
ST
74
Spinnaker Trust
Maine
$680K 26,997 +17,774 +193%
CCM
75
Coldstream Capital Management
Washington
$649K 25,779 +25,779 New
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